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Hilliard Lyons - A Baird Company

Hilliard Lyons - A Baird Company

Milwaukee, Wisconsinrwbaird.com

Overview

Baird is an international, employee-owned financial services firm providing wealth management, capital markets, private equity, and asset management services.

Year Founded

1919

Portfolio Companies

10

Investments

Hilliard Lyons - A Baird Company investments
CompanyDateStageLead
Fervo EnergyMay 2026IPOCo-investor
EvoluteIQSep 2025Series BLead
Newmarket StrategyJan 2025Growth Equity-
BlackCloakSep 2024Series BLead
ModelOpAug 2024Series BLead
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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

Portfolio analytics

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is Hilliard Lyons - A Baird Company based?

Hilliard Lyons - A Baird Company is headquartered in Milwaukee, Wisconsin, United States.

When was Hilliard Lyons - A Baird Company founded?

Hilliard Lyons - A Baird Company was founded in 1919.

How many portfolio companies does Hilliard Lyons - A Baird Company have?

Hilliard Lyons - A Baird Company has 10 portfolio companies in Caplight's dataset.

What are some companies in Hilliard Lyons - A Baird Company's portfolio?

Recent investments visible on Caplight include Fervo Energy, EvoluteIQ, Newmarket Strategy, BlackCloak, ModelOp.

What was Hilliard Lyons - A Baird Company's most recent investment?

Hilliard Lyons - A Baird Company's most recent investment on Caplight was in Fervo Energy in 2026.

What sectors does Hilliard Lyons - A Baird Company focus on?

Hilliard Lyons - A Baird Company focuses on Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Energy & Sustainability, Cybersecurity, Cybersecurity, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Healthcare & Life Sciences, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software, Mobility, Transportation & Logistics, Enterprise Software, Frontier & Industrial Tech, Enterprise Software.

What company stages does Hilliard Lyons - A Baird Company focus on?

Hilliard Lyons - A Baird Company typically invests at the MultiStage stage.

What is Hilliard Lyons - A Baird Company's AUM?

Hilliard Lyons - A Baird Company's assets under management are estimated between $525.0B and $525.0B.

Firmographic Details

HeadquartersMilwaukee, Wisconsin
Year Founded1919

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